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Peter Levine CFP®, ChFC®, CLU®
Ameriprise Financial Services, Inc.

Tel: (212) 967-1428
481 8th Avenue
Suite 1130
New York, NY 10001
Ameriprise Financial Services, Inc. | Financial Advisor in New York ,NY

About Ameriprise Financial Services, Inc.

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through personalized and knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, NV, MA, NC, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Ameriprise Financial can not guarantee future financial results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


General Information

Firm Start Year:   1999
Insurance License#:   CA 0I67467
Name of Broker/Dealer:   Ameriprise Financial Services, Inc.
States Licensed in:   CA, CT, DE, FL, IN, NJ, NY, PA, VA, NC, NV
Number of Years with Current Firm:   20
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Stocks, Insurance, Bonds, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Life, Long Term Care, Variable Annuity, Variable Life, Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Based on Assets, Flat Fee


Education

Bachelor of Science  Purdue University
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Peter Levine CFP®, ChFC®, CLU®

Peter Levine CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ practitioner

Financial Advice, Investments, and Insurance.

People come to me with complex financial issues. I help them understand their current situation. Together, we develop a plan to help achieve their financial needs and goals.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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